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Fundsmith Equity ISA

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Equity Fund

from Fundsmith

Allows ISA Transfers
Regular Savings
  • Fund Choice: The manager invests in around 20 to 30 companies & generally likes those in the technology, everyday consumer goods, and the medical supply sectors.
  • Invest From: £50 pm

Fundsmith Equity ISA

The Fundsmith Equity fund is a popular fund which aims to invest in:

  • high quality businesses that can sustain a high return on capital employed
  • businesses whose advantages are hard to replicate
  • businesses that do not require high leverage to generate returns
  • businesses with a high degree of certainty of growth from reinvestment of their cash flows at high rates of return
  • businesses that are resilient to change, particularly technical innovation
  • businesses whose valuation is considered by the fund manager to be attractive

The fund invests typically in 20 to 30 stocks, does not invest in derivatives, does not hedge currency exposure, and the fund does not take fees for performance.

The fund has grown to over £20bn since launch in 2010 with impressive returns, despite stockmarket falls due to the global pandemic. With an annual management charge of 0.95% this fund is proving popular with investors who have seen a 397% return since November 2010.

Can I Transfer My Current Stocks and Shares ISA To The Fundsmith Equity Fund?

Yes.

If you are currently invested with another provider in a Stocks & Shares ISA the good news is that you can transfer relatively easily into the Fundsmith Equity Income Fund.

If you do this via a platform such as Fidelity or Hargreaves Lansdown they can do this for you. Simply sign up for an ISA account and follow the simple instructions to get this actioned.

Buying the Fundsmith Equity Fund Via The Fidelity Platform

You can invest in this fund via a range of platforms - We have highlighted the Fidelity Platform:
Features:
  • One low cost service fee, typically 0.35% on the investments you hold with them. However, ongoing fund charges do apply
  • Flexibility, they allow you to hold cash as well as investments. This means you can hold your money in cash if you are concerned about the market's prospects. Providing a safer option until you’re ready to invest
  • 24/7 access using their online Account Management system, and mobile app
  • A wide range of investment options as well as tools to help you find the right funds for you
  • Excellent customer service, including a UK-based contact centre and through investment guidance on their website
  • You can get started with a minimum of £50 per month or £1,000 lump sum

About Stocks and Shares ISAs

This sort of account provides you with a platform to invest from but would not normally be seen as an investment in its own right. With these kinds of accounts, you will be able to hold money and apply it towards investments such as property, funds, government bonds and corporate bonds as well as shares and stocks.

Generally, they are available as either self-select ISAs that allow you to invest directly into stocks and shares or as collective investment schemes. Many accounts will look after your investments for you, depending on a risk level that you have chosen, whereas others will allow you the freedom to choose yourself. This means anyone can get started in investing.

Stocks & shares ISA are referred to as ‘tax-efficient’ wrappers, as there isn’t any capital gains tax to be paid on gains made on investments held within the wrapper, although dividends do incur 10% income tax at source.

Important Risk Information:

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice.

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Latest News

5 Considerations for Your Next Investment ISA

15th March 2021

You've decided to invest your savings into a Stocks and Shares ISA. You'll be using your tax-free ISA allowance for this year before the deadline, while also investing your money for your future. But what do you need to consider before opening an account? We've put together a list of our top five considerations for you to think about before you click "apply". 

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